Read More 4 minute read OOther News Another lurch into commodity tightening?3 July, 2023996 views It’s easy to forget, but less than 18 months ago Russia surprised the world with the full-scale invasion…
Read More 4 minute read OOther News Opportunities in the A.I. ‘Losers’?26 June, 20231.3K views The recent and remarkable rise of generative artificial intelligence (AI) systems has captured the attention and imagination of…
Read More 4 minute read OOther News Hard landing, soft landing, or no landing19 June, 20231.5K viewsNo comments Equity markets have had a strong first-half of 2023, with strong moves up in many of the major…
Read More 4 minute read OOther News Old king coal isn’t dead yet12 June, 20231.3K viewsNo comments The energy transition is the biggest structural trend underway in the global economy today. Climate change and the…
Read More 4 minute read OOther News Who wins the electric car race… We don’t care!5 June, 20231.6K viewsNo comments There is a scene in the American crime drama The Wire where police officer Cedric Daniels (played beautifully by the…
Read More 4 minute read OOther News Early cycles turning? (Part 2)30 May, 20231.2K viewsNo comments Last week we introduced the concept of investing in cyclical industries and why we think it is important…
Read More 4 minute read OOther News Early cycles turning?22 May, 20231.4K viewsNo comments Some sectors in the economy go through what are known as cycles. Periods of very high demand are…
Read More 4 minute read OOther News Valuations, Valuations, Valuations (Vamos!)15 May, 20231.6K viewsNo comments Our team recently had the pleasure of travelling to Latin America to meet with clients and partners we…
Read More 3 minute read OOther News Growth vs. Value investing: Have your cake and eat it10 May, 20231.4K viewsNo comments In equity investing there are many different strategies available to investors to choose from when allocating. We can…
Read More 7 minute read OOther News Talk of American decline is dangerous for your investment returns2 May, 20231.4K viewsNo comments Political turmoil and an increasingly divided society. Rising crime levels in major cities, life expectancies declining, higher levels…